Performance

Summary Market Summary: Economic growth momentum and a sturdy fundamental backdrop of strong corporate earnings, low unemployment and contained inflation overcame a number of challenges to bolster stock results in the US. The Federal Reserve also fueled momentum, with...
The commentary appearing in this document represents excerpts taken from selected semi-annual and annual reports published by sustainable mutual funds and exchange-traded funds (ETFs). The intention of the Spotlight is to track relevant commentary and performance results provided by...
Summary Market Summary: S&P 500 records best gain since January, up 3.72% as strong corporate earnings combined with the anticipation of robust economic growth in the second quarter lifted share prices pushed aside for now domestic political and geopolitical...
Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The SUSTAIN...
Summary U.S. Stocks, as well as investment-grade bonds, delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack. The SUSTAIN Equity Fund Index gains 1.35% but lagged behind the S&P 500...
Summary The SUSTAIN Equity Fund Index declined -0.18% in a Volatile April, trailing the performance of the S&P 500 by 56 basis points. U.S. stocks gain in April but investment-grade bonds post -0.74% decline. Three constituent SUSTAIN funds generated positive results...
The Round-Up is not intended to cover all semi-annual and annual reports filed during the course of the month, but rather to offer a representative sampling by some of the leading sustainable funds in their respective sectors.   Trillium Mutual...
Summary During a volatile March month that reflected shifting investor sentiments, the SUSTAIN Large Cap Equity Fund Index registered a decline of -2.00%, or 54 basis points (bps) ahead of the S&P 500 Index which dropped -2.54%. The SUSTAIN...
Parnassus Funds Parnassus Asset Management 12/31/2017 Annual Report filed as of 2/9/2018 Observations: The annual report covers six funds and their corresponding share classes, 12 in total, including the Parnassus Fund, Parnassus Core Equity Fund, Parnassus Endeavor Fund, Parnassus Mid Cap Fund,...
Summary The SUSTAIN Large Cap Equity Fund Index registered a decline of -3.72% in February, or 3 basis points behind the S&P 500 Index. Four of 10 funds that comprise the index outperformed the non-ESG S&P 500 Index. During...

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